Kate
I first looked for a Financial Advisor about a year before I retired. I was lucky to find Donna. She got to work straight away to consolidate a few separate Defined Contributions pensions...
Some of these were very painstaking to transfer, but she persevered and guided me through building a diversified post retirement portfolio, with particular emphasis on the cost of platforms and funds.
Donna is very knowledgeable of the ever changing pension / financial regulations and continues to guide me through pension and other aspects of finance, focussing on diversity and tax efficiencies.
Donna is also very personable and efficient and I’m pleased to continue to work with her on all aspects of my finances.’